Nonprofit · EIN 23-7887198
WILLIAM M & JEAN D HAUBER TRUST
Also known as HAUBER JEAN D & GREGORY A ETAL TTEE
Tax-exempt · MEMPHIS, TN 38120
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $314,804 | $265,923 | $48,881 | $2,860,785 | $0 | $2,860,785 |
| December 31, 2023 | 990-PF | $159,185 | $295,338 | -$136,153 | $2,811,904 | $0 | $2,811,904 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $129,837
- Interest
- $200
- Net gain from sales of assets
- $184,767
Expenses
- Grants and similar amounts paid
- $196,000
- Compensation of officers, directors and key employees
- $25,000
- Disbursements for charitable purposes
- $227,851
- Excise tax on investment income
- $3,840
Balance sheet and other
- Total assets, start of year
- $2,811,904
- Total assets, end of year
- $2,860,785
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,860,785
- Fair market value of assets
- $3,666,217
- Qualifying distributions
- $227,851
- Net investment income
- $314,304
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BENJAMIN HAUBER N 56W37904 FOREST DR, OCONOMOWOC, WI 53066 | TRUSTEE | 1 | $5,000 |
| PAUL HAUBER 211 THOMPSONVILLE RD, MCMURRAY, PA 15317 | SEC/TREAS | 1 | $5,000 |
| BETH STEWART 587 DEVILS LN, NAPLES, FL 34103 | TRUSTEE | 1 | $5,000 |
| PAMELA HAUBER 5391 N CLOVER DR, MEMPHIS, TN 38120 | PRESIDENT | 1 | $5,000 |
| NANCY BEDWELL 995 LAGONDA RD, WASHINGTON, PA 15301 | TRUSTEE | 1 | $5,000 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BENJAMIN HAUBER N 56W37904 FOREST DR, OCONOMOWOC, WI 53066 | TRUSTEE | 1 | $5,000 |
| PAUL HAUBER 211 THOMPSONVILLE RD, MCMURRAY, PA 15317 | SEC/TREAS | 1 | $5,000 |
| BETH STEWART 587 DEVILS LN, NAPLES, FL 34103 | TRUSTEE | 1 | $5,000 |
| PAMELA HAUBER 5391 N CLOVER DR, MEMPHIS, TN 38120 | PRESIDENT | 1 | $5,000 |
| NANCY BEDWELL 995 LAGONDA RD, WASHINGTON, PA 15301 | TRUSTEE | 1 | $5,000 |
Address and contacts
- Address (IRS master file)
- 5391 N CLOVER DR, MEMPHIS, TN 38120-2701
- In care of
- % GREGORY HARBAUGH
- Signed the 990-PF
- PAMELA HAUBER, PRESIDENT
- Phone
- (901) 550-8207
- Return prepared by
- EG CONLEY PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7887198
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $2,860,785
- Income (IRS master file)
- $752,106
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $314,804 | $265,923 | $2,860,785 | XML |
| 990-PF | December 2023 | $159,185 | $295,338 | $2,811,904 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7887198).
Questions about WILLIAM M & JEAN D HAUBER TRUST
- What is the EIN of WILLIAM M & JEAN D HAUBER TRUST?
- The employer identification number (EIN) of WILLIAM M & JEAN D HAUBER TRUST is 23-7887198.
- Is WILLIAM M & JEAN D HAUBER TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to WILLIAM M & JEAN D HAUBER TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM M & JEAN D HAUBER TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM M & JEAN D HAUBER TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM M & JEAN D HAUBER TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of WILLIAM M & JEAN D HAUBER TRUST?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 5 received compensation from the organization, the highest $5,000 (BENJAMIN HAUBER, TRUSTEE).
- How much revenue does WILLIAM M & JEAN D HAUBER TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $314,804, expenses of $265,923 and total assets of $2,860,785 at year end.
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All nonprofits in MEMPHIS · Tennessee · Philanthropy, voluntarism and grantmaking foundations